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Recent Blog Entry

Financial Repression Portfolio from ChatGPT

I requested ChatGPT create a portfolio using the following parameters.  In the next blog post (Kepler Review) I will make a few minor adjustments and explain how I intend to bring the various assets up to the target percentages. Create an investment portfolio made up … [Read More...]

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ITA Membership

To register as a Guest, click on this link and fill our the short form.  Please place ITA in front of your user name so I know you are not a Spam registrant. ITA Wealth Management is now free to all readers who register as a Guest.  After registering, wait at least 24 hours so I can elevate you from the Guest level to the Platinum level.  Many of the blog posts are available without any … [Read More]

Portfolio Management

Rutherford Portfolio Review (Tranche 2): 19 January 2024

My apologies for being late with this post - I've moved to a new location and I've had a few problems with my new internet connection - but, this is real life and the issues we come across. Hopefully it doesn't have a significant impact on our investments and … [Read More...]

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Basic Portfolio and Current ETF Rankings

June 21, 2014 By Lowell Herr

The following data table includes the latest ETF rankings for 20 basic ETFs and the Buy-Hold-Sell recommendations.  GLD is the only ETF under-performing SHY so I would avoid gold as an investment. ETF Rankings:  The overall strength of this market … [Read more]

Risk Parity: A Brief Explanation of How Risky a 60/40 Portfolio Really Is

June 13, 2014 By Lowell Herr

This is a follow-up to the HedgeHunter Risk Parity (RP) post.  This blog post will give readers an overview of how RP is calculated.  This not for the mathematically squeamish, but the concept is not difficult if … [Read more]

Asset Allocation – Risk Parity Revisited: Part 1

June 12, 2014 By hedgehunter

Having selected a number of assets to include in a portfolio, a key decision any investor has to make is "What percentage of my available funds should I allocate to each asset held in my portfolio?" In the Feynman Study I covered a number of … [Read more]

Music of Alison Krauss

May 25, 2014 By Lowell Herr

Instead of recommending a particular CD, this week I focus on the artist, Alison Krauss.  As a late bloomer when it comes to many genres of music, I first heard Ms. Krauss in a few songs from the soundtrack of O Brother, Where Art Thou?  … [Read more]

What the Experts Say About Index Investing

May 2, 2014 By Lowell Herr

Perusing the Bogleheads web site, I found this long list of quotes from well known investment writers and managers.  Here is what they have to say about index investing.  These bits of wisdom further explain why I favor tilting investments toward … [Read more]

The High Cost of Fees

April 21, 2014 By Lowell Herr

High fees are to be avoided, particularly management fees.  Readers of ITA Wealth Management are well aware of my propensity to keep fees to a minimum and that is why I place so much emphasis on using commission free ETFs.  While most of you … [Read more]

Bach’s St. John Passion

April 20, 2014 By Lowell Herr

  While Bach is well known for his St. Matthew Passion music, in some ways I prefer his St. John Passion compositions so here is my recommendation for the week.  I usually include a review from Amazon as most reviewers have a better … [Read more]

Seven Last Words of Christ: Theodore Dubois

April 18, 2014 By Lowell Herr

Of the two recordings I have of "The Seven Last Words of Christ," one by Dubois and one by Haydn, the composition by Dubois is by far my favorite.  The purity of "Christ We Do All Adore Thee" is well worth the price of this CD.  The accompaniment … [Read more]

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Portfolios coming up for review.  Kepler, Schrodinger, Bohr and Franklin are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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